This article will be evaluating the prominent features offered by Infusionsoft CRM that help businesses, especially the small and medium ones to stay in the lead when it comes to generating sales and managing customers.
Since 2001, Infusionsoft as a platform for CRM and sales management is getting bigger and more advanced allowing the businesses to take good care of their customers in a way they never could do with it. From organising the contacts to personalising marketing efforts and closing more leads, it helps companies in all the key activities involved in the sales channel. In short, it has evolved as one of the most comprehensive solutions till date with amazing capabilities of email marketing, customer relationship management, marketing automation as even eCommerce functionality.
With everything streamlined and all customer contacts in one place, businesses get a one-stop solution for sales and marketing delivering best customer experiences with Infusionsoft. Let’s peek through the core features of the platform that makes it a preferred CRM for the small biz communities worldwide.
Complete organisation of customer contacts
With Infusionsoft, businesses can keep up sincerely all customer contacts and information all at one place. Besides, each of the contacts is updated from time to time and Activity streams clearly show and also record the interactions with the customers as they take place. It also gives the scope to businesses to organise lists for specific contacts groups and segment the leads that help later help them in marketing automation.
Delivering personalisation services
“Creating happy customers” is the end goal of all businesses and Infusionsoft robust personalisation features help them achieve that. From personalising emails, advertisements, to customising landing pages’ template, it does all to provide the right message to the segment of customers at the right time. Business owners get a customised sales dashboard and can create triggers to send away emails to customers based on where they are in the sales proceeding.
Hassle-free Billing and Payments
Infusionsoft got for businesses an all-in-one payment system and invoicing tool with which they can accept all forms of cards for payments, create and send quotes, generate invoices and keep track of the transactions that are on process. It centralised the billing system and so enterprise or the managers can see to the invoices, the ones that are paid, that are in review or past due.
Extensive Integrations
It comes with more than 200 powerful and native integrations to better facilitate the functioning of an enterprise. It can integrate with a company’s website or its eCommerce store and automatically saves up the information accrued from the leads.
To put simply, it consolidates different activities of the enterprise with relevant integrations which will sync the data in different applications used such as eCommerce, Quickbooks, and emails.
Reporting and Analytics
The Infusionsoft software helps the companies to deploy analytics to study and control their marketing and have clear forecasts. Looking inside aspects of the businesses isn’t that easy and there’s the need for an inherent analytical tool and Infusionsoft provides that too. It visualises the traffic, potential leads, and conversions. By garnering actual real-time data from numerous market sources and customers statistics, it generates genuine reports that help entrepreneurs in smart decision-making.
If you are in a hurry to get your sales and marketing sorted well, then Infusionsoft is the befitting and comprehensive CRM solution to help you. From email automation, leads tracking to systemic invoice generations and payments management, in all way it helps businesses to smooth over their critical challenges along the sales pipeline.
Johan Smith is an experienced Infusionsoft developer at GetAProgrammer, an earmarked company for software solutions development in Australia who keeps updated about CRM, ERP and business management solutions and likes to give businesses insights on each to help them get ahead in this era of competition.